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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FDW
1026
Fourth Dimension Wealth
Ohio
$453K +$469K +2,285 New
WA
1027
Wambolt & Associates
Colorado
$452K -$24.4K -119 -5%
LAM
1028
Lakewood Asset Management
Illinois
$452K +$2.67K +13 +0.6%
ERIC
1029
Eagle Rock Investment Company
Georgia
$450K -$6.36K -31 -1%
BCA
1030
Ballentine Capital Advisors
South Carolina
$449K
WF
1031
WoodTrust Financial
Wisconsin
$447K +$39.2K +191 +9%
WJWM
1032
Williams Jones Wealth Management
New York
$446K +$39.6K +193 +9%
BIA
1033
Bell Investment Advisors
California
$444K -$6.57K -32 -1%
TH
1034
Team Hewins
California
$443K +$69K +336 +18%
DCM
1035
DGS Capital Management
New Jersey
$440K +$43.9K +214 +11%
ACA
1036
Aptus Capital Advisors
Alabama
$439K +$56.7K +276 +14%
FB
1037
Finward Bancorp
Indiana
$438K +$454K +2,212 New
MIA
1038
Milestone Investment Advisors
Wisconsin
$435K -$9.85K -48 -2%
JSW
1039
Journey Strategic Wealth
New Jersey
$430K -$313K -1,527 -41%
NFP
1040
Narus Financial Partners
Utah
$430K -$42.5K -207 -9%
RWA
1041
Rooted Wealth Advisors
Illinois
$428K -$616 -3 -0.1%
PA
1042
Pinnacle Associates
New York
$428K -$86.6K -422 -16%
BBA
1043
BLB&B Advisors
Pennsylvania
$427K +$35.3K +172 +9%
National Bank of Canada
1044
National Bank of Canada
Quebec, Canada
$427K +$38.6K +188 +10%
RI
1045
Ridgewood Investments
New Jersey
$426K -$12.3K -60 -3%
FF
1046
Financial Futures
New Jersey
$426K -$411 -2 -0.1%
KCFA
1047
Key Client Fiduciary Advisors
New Jersey
$423K +$9.65K +47 +2%
PA
1048
Procyon Advisors
Connecticut
$423K -$64.3K -313 -13%
KFGK
1049
Keystone Financial Group (Kentucky)
Kentucky
$422K +$1.85K +9 +0.4%
PB
1050
Pinnacle Bancorp
Nebraska
$422K +$10.5K +51 +2%